Charitable Giving: Smart from the Heart Do you have causes that you want to support with donations? Related Content Investments You’ve made investments your whole life. Work with us to help make the most of them. Counteracting Capital Gains with Tax-Loss Harvesting You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance. Retiree Health Care Coverage Overseas Retirees traveling abroad need to know that their health insurance travels with them.